Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanya? Claim Your ProfileTanya Elizabeth Battle is a financial advisor at LPL Financial LLC. Tanya has been in the financial services industry since 2006 and has experience working with BB&T Investment Services, Inc., BB&T Securities, LLC, Truist Investment Services, Inc. and Raymond James Financial Services, Inc. Tanya holds licenses for Series 6, Series 7, Series 63 and Series 66.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
02/09/2023 - Present
LPL Financial LLC (RICHMOND VA)
VA
02/17/2021 - 01/09/2023
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/24/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
09/07/2006 - 08/26/2011
PRIMEVEST FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
01/11/2010 - 01/15/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (RICHMOND VA)
BOTH
Issued 07/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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